Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Martinez Wu is a financial advisor at Cetera Investment Advisers LLC. Carmen has been in the industry since 1989. Carmen holds Series 6, 7, 26, 63 and 65 licenses. Carmen is registered with FINRA and the state of Virginia. Carmen has worked at several firms before joining Cetera Investment Advisers LLC. Carmen is also an artist and a member of the Rotary Club of McLean. Carmen provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
VA
08/29/2007 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (VIENNA VA)
VA
06/27/2005 - 08/10/2007
BB&T INVESTMENT SERVICES, INC. (FAIRFAX VA)
NC
04/22/2004 - 07/22/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CT
09/28/1994 - 09/11/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
01/09/1989 - 08/10/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 9/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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